bluechip 777 november 19 2001 copyright meritz securities guide for market leaders chief do young yoon 3779 4517 michel meritzsec com strategist ic jae cho 4534 ijcho editor vernon scott talkington 4598 strategy rebalance portfolios to maximize returns electronic components slowing sales may lead a correction in share prices telecom service take profits and wait buying opportunities automobile sector hyundai motor affiliates expected continue their strong growth 4q capital flows will determine direction of banking stocks rise only slower pharmaceuticals upgrade due enhanced operating performance food beverage short term hold selective buy semiconductor dram spot rose unexpectedly korean data security industry government saves the day communications equipment game update nc soft continues grow semiconductors suk po choi 2632 stone sung su hong 4584 hongss kenneth kim 2602 nkkim rhee 2637 jyrhee min lee 4643 torin biotech won 4747 sungwon